Words. Ideas. Investing.

We help investment firms craft high-impact content.

Why us

Content is a strategic asset. It helps drive engagement and build trust.

Our award-winning mix of editorial rigour, investment insight and creativity can help you connect with clients and stand out from the crowd.

Inside knowledge

Decades of in-house experience at top-tier asset managers mean we understand what you and your audiences demand.

Editorial quality

Proven ability to identify, shape and deliver compelling content with substance.

Commerciality

Blending commercial priorities with client insight is critical. We have a track record of delivering content that connects the two.

Our services

The asset management industry is commoditised. We create narratives that stand out.

Strategy and planning

As content directors, we understand your needs. Impossible briefs and expectations; misalignment between investment teams and sales. We are not magicians, but we can help.

Hero and campaigns

From digital copy and social campaigns to podcasts and video scripting, we can help elevate and optimise your content mix.

Always-on support

Our experience stretches across all asset classes and client segments. From blogs and interviews to white papers and weighty reports, we’ve done it all.

Product marketing

There are only so many words in the dictionary. Despite what some investment firms think, great product marketing is about far more than three thesaurus-inspired USPs.

Client testimonials

Dont’t take our word for it – here’s what others say:

I’ve been covering Asia institutional for 15 years; I’ve never seen a response like this.

Tom Clapham

Institutional Sales, Asia, ex Aviva Investors

I have no hesitation in recommending Rob.

Euan Munro

ex-CEO, Aviva Investors

Rob and James are a brilliant double act. Their content strategies and underlying assets genuinely stand out from the crowd. 

Isla MacKenzie

ex-CMO at Aviva Investors and UBS Asset Management

Our founders

Decades in finance taught us one thing: stories matter

James Whiteman

James has led content and client communications teams at Aberdeen AM, UBS AM and Aviva Investors. His expertise lies in crafting award-winning global thought leadership and marketing content that resonates with institutional and wholesale audiences.

He has a strong passion for sustainability and diversity, equity, and inclusion. These are best evidenced by the publication Against our nature, and his work on social mobility through the Diversity Project.

Rob Davies

Rob spent the first half of his career as a financial journalist, writing for the likes of Risk, Credit, IFR and FinanceAsia, before moving into corporate communications with Nomura.

He subsequently held marketing communications and content strategy leadership roles at Aviva Investors and Muzinich & Co.

Rob brings editorial credibility, commercial acumen and investment insight.

Our content manifesto

Words. Ideas. Investing.

Perhaps having hung around too many creative agencies over the years, we decided an early priority should be to write a manifesto. By laying down in words what we stand for and aspire to, we now have a constant North Star to help keep us honest.

Get in touch

Whether it’s strategy or storytelling, let’s talk content

© 2025 Content Equity